Automate everything with
Route leads by agent skill or availability for quick resolution, great service and higher conversions. Build powerful automations without writing a single line of code.
Zero Code
Visual builder
24/7
Auto-pilot
200%
More customers
50%
Faster resolutions
93%
CSAT score
7 routing types to match leads with the right agents
Intelligent routing ensures every lead reaches the best-suited agent for faster resolutions and higher conversions.
Agent Availability Routing
Assign leads only to online team members so no inquiry goes unanswered and response times stay minimal.
Language-Based Routing
Connect leads with agents who speak their language for seamless communication and better customer experiences.
Skill-Based Routing
Connect leads to agents with relevant expertise so complex issues get resolved by the right specialist every time.
Function-Based Routing
Route leads to the right team -- sales, support or billing -- based on the nature of their inquiry.
Shift-Based Routing
Distribute leads across business hour shifts to ensure consistent coverage and balanced workloads around the clock.
Customer-Type Routing
Route new, returning or VIP customers to specialized agents who understand their history and expectations.
Round Robin Routing
Automatically distribute leads evenly across your team to maintain balanced agent workloads and fair distribution.
100+ automation actions
Automate repetitive tasks and build powerful workflows with a comprehensive library of actions.
Assign Request
Auto-assign to agents or teams
Add Reply
Automated responses to inquiries
Send Email
Trigger emails automatically
Set Status/Priority
Update request urgency levels
Notify Teams
Alert the right people instantly
Add/Remove Tags
Organize and categorize leads
Clone Requests
Duplicate requests for teams
HTTP Requests
Connect to external APIs
SMS/WhatsApp
Send messages via any channel
Delay Actions
Schedule timed follow-ups
"SalesRep's workflow automation transformed how we handle leads. We went from losing 40% of inquiries to responding to every single one within minutes. Our close rate has doubled."
VP of Sales, E-Commerce Company
See the Workflow Builder in Action
A real SLA escalation template: remind the assigned agent, wait a grace period, alert the manager, update the customer and reassign the request — up to 100 steps per workflow.
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Put repetitive support work on autopilot
And win back hours every day.
Every rule starts with a trigger — a new request arrives, a reply comes in, a request goes overdue, sits idle too long or is about to close. Layer on conditions, and when they match SalesRep acts on its own: it replies, assigns the right agent, reprioritizes, sets due dates, moves lifecycle stages, alerts your team or calls any third-party API.
Teams automate around 40% of their routine helpdesk work this way. Build a rule once and it keeps working around the clock, so your agents stay focused on the conversations that need a human.
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Triggers
A rule fires the moment something happens:
- A new request is created
- A reply is added to a request
- A request goes overdue
- A request sits idle with no updates
- A request is being closed
Conditions
Narrow it down — match any or all of them:
- Status, priority, category or section
- Subject or body contains keywords
- Custom field values
- The company the request came from
- Overdue or idle time, aware of working hours
Actions — with an ELSE branch
When conditions match, SalesRep acts for you:
- Send an automatic reply
- Assign an agent or move the category
- Change status, priority and due dates
- Update the lifecycle stage
- Email alerts to your team
- POST to any third-party API
WhatsApp Workflows
Build WhatsApp conversation flows visually — no code needed. Trigger on keywords, present interactive buttons, and route every incoming request to an image, a video or an AI agent.
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3x your business results with SalesRep
Join 1,000+ businesses using SalesRep to automate workflows and close more deals.